The CRM field map

The field map says where each Goose field lives in your CRM. For every Goose deal field, such as Amount or Next step, and every field of your sales methodology, such as Economic buyer, the map names the CRM field Goose reads it from and writes it to.

To open it, go to the account menu at the bottom of the left rail, choose Settings, then Sales Process, then the CRM map tab. The workspace has to be linked to a CRM first. Linking happens on the same tab; see Your sales process.

Only admins and the owner can change the map. Everyone else sees it read-only: the same fields and choices, with no Change…, no checkboxes and no buttons.

Where the map comes from

Goose reads your CRM's deal fields (in Salesforce, your Opportunity fields) and proposes a CRM field for each Goose field. You confirm the proposal before Goose uses it.

The line above the map says where the field list came from and when, with how many fields it holds. Scan again reads the field list again and makes a new proposal. Use it after you add or rename fields in your CRM.

While a proposal is waiting for you, Discard proposal sits next to Scan again. It asks first, then drops the proposed mappings. Mappings you already confirmed stay.

Read a row

Each row is one Goose field, with the CRM field Goose proposes for it. Some rows carry a label:

• check this: a loose match. Goose isn't sure, so look before you confirm. The row says Loose match. Wrong guess? Use Change…
• close call: two or more CRM fields fit about equally well. Goose picked one; Change… lists the others it considered.
• no match: Goose found no CRM field for it.
• Not pushed: the Goose field has no Salesforce field, so Goose doesn't write it. In a HubSpot workspace it reads Not synced.

A row you changed yourself says who set it and when, and what Goose had guessed. Goose doesn't change that row again when it learns from your CRM later.

On a row whose Salesforce field is a picklist, Salesforce values opens the list of values the field accepts and which Goose value each one stands for. Change a pairing there before you confirm.

Change a row

Press Change… on a row to:

• Pick another Salesforce field…: search your CRM's fields and choose one. On a close call, Goose's guesses are listed first.
• Don't write this: leave the Goose field out. Goose won't write it to your CRM.
• Let Goose decide again: drop your change and go back to Goose's proposal.
• Under When Goose writes: Overwrite the Salesforce value, or Add to what's there to add Goose's update to the text already in the field.

A change shows straight away, with Undo for a few seconds. It isn't saved yet: it stays on screen until you confirm its group.

Confirm a group

The map has two groups, Deal fields and Framework fields. Each row has a checkbox. Tick the rows that are right, then press Confirm deal fields or Confirm framework fields at the bottom of the group. The line next to the button counts how many rows are confirmed, and says All deal fields confirmed once every row is.

Confirming one group doesn't confirm the other.

Your custom fields

Under the map, Your custom fields lists the custom fields on your CRM's deals and says which ones Goose copies into Goose.

Each field shows its type, how often it's filled on your deals, its values if it's a picklist, Copied or Not copied, and why. Goose copies a field when:

• a page layout requires it,
• a person changes it regularly,
• it's filled on 30% or more of open deals, or
• an admin chose to copy it.

Goose copies up to 60 custom fields. The header counts how many of the 60 are copied. A field that would be copied but doesn't fit says Over the 60-field limit.

A field Goose can't copy says why: your sales profile can't read it, or Goose has not checked who can read this yet, which means Goose hasn't finished reading your CRM's permissions. Other notes describe a field Goose won't write, because your CRM calculates it, it's read-only, it links to another record or a Flow sets it. Goose can still copy those.

To change one, press Change… on its row and choose Copy this, Don't copy this or Let Goose decide again. The change applies at the next nightly run, and the row says so until then.

HubSpot

In a workspace linked to HubSpot, Goose writes only the fields the map syncs, and only once an admin switches Goose to live on the Workspace CRM line in Settings › Integrations. The map has no write choices: no When Goose writes, no values list and no stage pairing. A field Goose leaves out reads Not synced, and Change… offers Don't sync this.

Common snags

• Confirm deal fields is grayed out. No row in the group is ticked. Tick the rows that are right first.
• My change didn't stick. Confirm its group: a change isn't saved until you do.
• A field I added in my CRM isn't in the list. Press Scan again.
• A custom field I chose to copy still says Not copied. Changes apply at the next nightly run.